+226.8%
SOXX vs TEL
+71.6%
+155.1%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.6% | -1.7% | -1.0% |
| 7D | +1.4% | +1.6% | -0.2% | 0.0% |
| 30D | -3.6% | -0.7% | -2.9% | -3.4% |
| 3M | -10.2% | +2.4% | -12.6% | -12.3% |
| 6M | +54.2% | +4.1% | +50.1% | +45.5% |
| YTD | +75.2% | -5.8% | +81.0% | +77.9% |
| 1Y | +107.5% | +0.9% | +106.6% | +97.0% |
| 3Y | +226.8% | +72.6% | +154.2% | +85.0% |
| All | +226.8% | +71.6% | +155.1% | +85.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded TEL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling